Asset Allocation August 1, 2025

Data, Custom Indexing Reshape Public Equity Portfolios

Investors are increasingly seeking to customize their investments to their specific mandates.

Custom Benchmarks and Performance Management

Technology, data collection and increasingly specialized strategies give institutional investors opportunities and challenges when managing and measuring portfolio and manager performance.

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Pensions August 19, 2025

Multiemployer Pensions See Asset Surpluses for First Time

The funding ratio of U.S. defined benefit multiemployer plans reached 100% at the end of June, according to Milliman.

Newsmakers August 19, 2025

Australian Retirement Trust Chairman to Retire

Andrew Fraser intends to retire at the superannuation fund’s annual member meeting on November 20, at which point a successor will be named.

Asset Allocation August 19, 2025

Surging Q2 Financials Fuel Norway SWF’s H1 Return

Despite a 1.6% loss in Q1, the $1.92 trillion Government Pension Fund Global returned 5.7% for the first six months of 2025.

Pensions August 19, 2025

Corporate Pensions See Funding Ratio Gains in July

The funded status of corporate plans increased for the fourth consecutive month, primarily due to a decline in the value of liabilities.

Corporate Moves August 18, 2025

LaSalle Raises $700M in Commitments for Real Estate Debt Strategy

The firm will lend to multi-family properties and multi-tenant industrial properties across the U.S.

Opinion August 18, 2025

Borrowing From the Future Means Reliance on Growth, and Inflation

Prioritizing total-factor productivity instead of debt-to-GDP ratio, Nikko Asset Management’s chief strategist lays out a scenario by which the U.S. economy could recover.

Asset Allocation August 18, 2025

AI Already Informs Indexing, Portfolio Management

Those waiting for artificial intelligence to arrive should wait no longer: Investors use it regularly in building data-informed portfolios.

Pensions August 15, 2025

PRT Market Outlook Remains Strong, Despite Mega-Deal Slowdown

The U.S. and U.K. will continue to be the center of the $1 trillion pension risk transfer boom, according to Legal & General.

Asset Allocation August 15, 2025

Norway’s $1.9T SWF Divests 11 Israeli Investments, More Possibly to Come

The country’s central bank has also terminated its contracts with external managers in Israel.

Corporate Moves August 14, 2025

Nuveen Raises $1.3B For Energy Infrastructure Credit Fund

EPIC II received anchor commitments from a Canadian pension and TIAA.

Asset Allocation August 13, 2025

Community Foundation of Herkimer and Oneida Counties Picks OCIO

Already the social impact investor’s investment consultant, Crewcial Partners will take fiduciary management over the $220 million portfolio.

Corporate Moves August 13, 2025

IPO Market Showing Promise Despite Slow Start to 2025

Figma’s sensational July debut could entice other startups to brave the public market and help end the IPO drought.

Pensions August 12, 2025

Kodak Seeks Pension Reversion Proceeds to Pay Down Debt, Avoid Insolvency

The company has terminated its retirement income plan in favor of a cash balance plan amidst going concern warnings.  

Newsmakers August 12, 2025

Denise Stake Named Connecticut Deputy CIO

Stake was promoted from her role as principal investment officer for real assets and will be succeeded by Amit Aggarwal.

Opinion August 12, 2025

A Complex Environment for Investing, Governance Raises the Appeal of Investment Outsourcing

Insights from a Fidelity Investments portfolio manager on trends shaping investment strategies of small to midsize endowments and foundations in today's complex market environment.